Auto Assign Instructors to Event

Problem

When creating an Event for a Course Template, any Approved Instructors defined on the Course Template must be manually added to the Event's Personnel table after creation. This is repetitive, easy to forget, and doesn't account for instructor availability — leading to scheduling conflicts and wasted effort.

Automator Solution

The Auto Assign Instructors to Event workflow eliminates this manual step. When an Event is created, the workflow automatically retrieves the Course Template's Approved Instructors, checks each one for availability and workplace location match, and adds the first valid candidate to the Event's Personnel table - all without any manual intervention.

Video Walkthrough

JSON Workflow File

You can view the complete workflow and download the JSON file from our GitHub repository. The repo includes the full workflow definition along with setup instructions and examples to help you get started quickly.

Installation

1. Download the workflow.json file from the github directory
2. In your Automator instance, click the menu (⋮) and select "Import from File"
3. Upload the workflow JSON file